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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Peter Yang who wrote (23971)	11/18/1997 11:17:00 PM
From: sepku	Respond to of 61433

>>>This deal is for Taiwan only. If Maverick's information is accurate, we should hear more deals from mainland China, i.e., switches for several provinces.<<< Yes, I was thinking the same thing. Although China insists that Taiwan is one of its provinces, the order was for MAX TNT, not ATM. So we still can look forward to the China contracts for ATM equipment. Style Pts.

To: Peter Yang who wrote (23971)	11/19/1997 10:49:00 PM
From: Ron Masson	Read Replies (5) \| Respond to of 61433

> HONG KONG, CHINA, 1997 NOV 17 (NB) -- By IT Daily. Taiwan's HiNet > Internet service, owned by Chunghwa Telecom, has signed on Ascend > Communications to provide its Max TNT WAN access switches. > > HiNet will be purchasing over 35,000 access ports, and will be > provided with K56Flex digital modems and ISDN access capability. What this press release didn't say was that Ascend had to discount 85% of list price to win this deal. It was a 3 way fight between Ascend, 3Com (USR) and Bay Networks. Every vendor wanted the business. However, only one vendor wanted the business at that price. So much for margins ... RPM